Research & Engagement Analyst - Regnan

• Research that drives investment performance and real‑world impact.

• A hands‑on analyst role with real influence across funds and engagement.

• Active ownership, deep research and purpose‑led investing - all in one role.

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

A global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.

Regnan is Perpetual Group’s specialist impact and sustainability investment manager, working closely with Perpetual’s investment boutiques and clients to deliver strong investment outcomes alongside positive real‑world impact.

Through deep research, active ownership and engagement, Regnan supports the performance and positioning of Perpetual Group’s sustainable and impact funds, including Regnan‑branded strategies.

About the role

We have an exciting opportunity for a Research & Engagement Analyst to join Regnan’s growing team. This role supports the delivery of high‑quality sustainability, impact and ESG research, as well as active engagement with companies and stakeholders, contributing to both investment performance and positive societal outcomes.

You’ll work closely with Regnan investment teams, Perpetual investment boutiques and internal stakeholders, gaining exposure across research, engagement, reporting and advocacy in a purpose‑led investment environment.

Key responsibilities

Research

• Analyse sustainability, impact and ESG factors for securities (equities and fixed income) using Regnan’s proprietary frameworks, including Sustainability Value Assessment (SVA) and impact assessments

• Conduct research supporting positive and negative screening across investment products, including issuer involvement in controversial activities

• Prepare and document research within Regnan’s research systems, becoming a power user and supporting ongoing system improvement

• Undertake ad‑hoc sustainability, impact and thematic research as required

• Communicate research insights to internal stakeholders and external clients through clear written and verbal outputs

• Share insights and knowledge across the Regnan team and broader Perpetual Group

Engagement

• Develop materials to support Regnan‑led and client‑led engagement activities, including engagement plans, priorities and guides

• Support the preparation and coordination of engagement meetings with investee companies

• Participate in company engagement alongside Regnan investment teams

• Document engagement activity and contribute to internal and external reporting, including case studies and engagement reports

• Contribute to continuous improvement of Regnan’s engagement frameworks, systems and tools

• Support Regnan’s advocacy activities, including background research for industry submissions

About you

You’ll bring a strong interest in sustainable investing and a desire to apply research to real‑world outcomes, along with:

• An undergraduate degree in a business‑related discipline

• Postgraduate qualifications in sustainability, environmental studies, social policy or a related field (preferred)

• Around 2–3 years’ experience in sustainability, ESG, impact or related research roles

• Strong analytical and research skills, with high attention to detail

• Advanced written and verbal communication skills, including report writing and presentations

• Well‑developed organisational and information management skills

• Strong Excel capability

• Understanding of investment markets (preferred)

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year

• An annual allowance to empower you to prioritise your personal wellbeing

• Study support and commitment to supporting professional development

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

• A growing number of employee-led networks who work to raise awareness and drive continued change

• We support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.